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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,648 | $127,386-39.0% | $115,037-32.5% | $125,388-38.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.06% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,237 | $5,166-76.0% | $4,608-73.1% | $4,866-74.6% |
| Participant deferral / active EE | $3,271 | $6,423-49.1% | $6,026-45.7% | $5,352-38.9% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |